wills, trusts & estates

Wills, Trusts & Estates

Ada-Marie can help you plan your legacy, protect hard-earned assets, designate guardianship for your children, and achieve security for your loved ones. She can help you take stock of your estate, define and organize your objectives, and develop appropriate strategies to best suit your wishes. Ada-Marie will prepare wills, trusts and ancillary documents necessary to accomplish your goals and provide peace of mind for you and security for those you care about.

Ada-Marie can help you appoint an agent to act on your behalf in the event of certain situations. A power of attorney names an agent to act with respect to management of the principal’s property and financial affairs. The advance medical directive generally: (1) provides a statement of the signatory’s wishes in the event the signatory has a terminal condition and is unable to speak for himself or herself (sometimes known as a “living will”), (2) appoints the signatory’s agents who can make health care decisions on the signatory’s behalf in the event of the signatory’s incapacity, and (3) provides authorization under HIPAA for the release of the signatory’s medical information to selected persons by hospitals, doctors, and insurance providers.

Ada-Marie will prepare powers of attorney and advance medical directives to ensure that your desires and wishes are honored in the event that a third party needs to make important decisions on your behalf.

Ada-Marie provides individuals and families with comfort and assistance after a loved one has died through probate services, trust administration, assistance with estate tax return preparation, asset re-titling, guidance with the intestate process and all other estate administration services.

Quick Tip

Did you know that the U.S. Government provides guidelines on how long you should keep certain documents? Its recommendations provide that items like birth certificates and social security cards should be kept forever, tax returns should be maintained for 7 years from the date of filing, and bank statements should be kept for 1 year.